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WHAT WE BELIEVE

At Temple Shalom, we embrace the central tenets of Judaism—God, Torah and Israel—even as we celebrate the diversity of Jewish beliefs and practices. We believe we are called to make our world whole and holy through Tikkun Olam. We welcome all—young and old; families, singles and couples; Jews by birth and Jews by choice; interfaith families and members of the LGBT community.We are committed to the absolute equality of women in all areas of Jewish life. And of the highest priority are our children—nurturing and educating the next generation to give them the greatest gift of all, a strong and positive Jewish identity.

SECURING OUR FUTURE

In giving to sustain our present and secure our future, you honor those who came before us, enrich the community with whom you share the joys and challenges of your life today, and ensure a Jewish future for those who will follow—and like us, seek a diverse and egalitarian place of prayer, study and community in Naples, Florida.

YOUR JEWISH LEGACY

Jewish tradition teaches that each of us is responsible for making the world a better place for future generations. You have done much during your lifetime to make our Temple, our congregation and our greater Jewish community what it is today. By leaving a legacy, you ensure that the traditions and values that mean so much to you will continue when you are no longer here. Your gift will help Temple Shalom continue to be the leading center of Reform Jewish life in the Naples area—our little corner of Creation.The goal of our Endowment and Planned Giving Program is to provide long-range stability for our Temple while generating income to assist in meeting current needs and opportunities, including new programs and positions. Like most synagogues, dues cover only about 70% of our expenses, and over the years, a series of short-term stopgap fundraising measures have been employed to make up the difference. Endowment funds offer an enduring source of revenue generation that will grow and enable us to thoughtfully and strategically manage our current and future needs. This very necessary effort is long overdue and much needed. The leadership and commitment to establish and maintain a permanent program are now firmly in place.

With a completed endowment gift of $10,000 or more, you will become a member of our Eternal Light Society. In addition, a completed endowment gift of $10,000 or more enables you, should you choose, to create a named endowment fund in honor or memory of family, friends or colleagues.

 

CASH AND MARKETABLE SECURITIES

Marketable securities include stocks, bonds and shares of mutual funds.

CLOSELY HELD AND RESTRICTED STOCK

Contributing closely held or restricted stock to maximize giving options and minimize tax liability in a cost-effective way.

TANGIBLE PERSONAL PROPERTY

Give tangible personal property such as rare books, furniture and artwork.

REAL ESTATE

A donation of a home, farm, commercial building, subdivision lot or unimproved land. This can lead to an immediate income tax deduction for the charitable value of the gift and capital gains tax savings.

RETIREMENT PLAN ASSETS

Name the Temple Shalom General Endowment Fund as a primary or contingent beneficiary of a qualified retirement plan (i.e. IRA, SEP, 401(k), 403(b), etc.). You may be able to make a larger gift than you anticipate.

GIFTS OF LIFE INSURANCE

Name the Temple Shalom General Endowment Fund as a primary or contingent beneficiary of a life insurance policy. If we are named both sole owner and beneficiary of a paid-up policy, you may be eligible for a charitable income tax deduction. Your additional premiums may also be tax deductible.

Planned gifts designating the Temple Shalom General Endowment Fund as your beneficiary can help you match your personal financial goals with your desire to ensure the future of Temple Shalom. Consider a planned gift. Creatively structured to provide tax advantages and benefit you and your family for as long as you wish, planned gifts allow you to provide support at a higher level than you may think possible.

BEQUESTS

The most traditional form of a deferred gift is a bequest. Consider including the Temple Shalom General Endowment Fund in your will or revocable (living) trust.

HONORARY AND MEMORIAL GIFTS

Many people may want to give to the Temple Shalom General Endowment Fund in honor or memory of family, friends or colleagues.

CHARITABLE GIFT ANNUITY

This is a way for you to receive guaranteed income for life and an immediate income tax deduction, while at the same time, leaving a charitable legacy.

CHARITABLE REMAINDER TRUST

By gifting assets to establish a charitable remainder trust, you receive an immediate tax deduction and lifetime income for you or your named beneficiary or beneficiaries. You also reduce or avoid capital gains taxes associated with the gifted asset. Eventually, when the trust’s term is complete, the remaining assets pass on to Temple Shalom.

CHARITABLE LEAD TRUST

Gifting assets to establish a charitable lead trust may provide gift or estate tax savings while fulfilling the donor’s charitable wishes. A charitable lead trust provides income payments to Temple Shalom for a specified period of time, after which the trust is transferred to your designated beneficiaries.

For more information, email us at endowmentchair@naplestemple.org

Tue, September 28 2021 22 Tishrei 5782